Sustainable Investing Trends Monitor-August 1, 2024
The Bottom Line: Sustainable fund assets expanded modestly with outflows, sustainable bond issuance declined in Q2, selected ESG indices underperformed, and fund launches remained anemic.
Performance wrap-up – June 2024
The Bottom Line: Sustainable investment funds registered a modest 0.47% average gain in June, following a strong 3.8% May increase, supported by stocks and bonds. The S&P 500 continued to register gains in June, rising 3.6% Fueled by enthusiasm for AI and expected interest-rate cuts before the end of the year in the light of […]
Sustainable Investing Monitor-July 1, 2024
The Bottom Line: Sustainable fund assets expanded modestly, sustainable bond issuance remains strong, ESG relative performance results were positive, but fund launches were still anemic.
Sustainable Investing Monitor-June 1, 2024
The Bottom Line: Sustainable fund assets expanded due to market, social bond issuance was strong, ESG relative performance results were positive, but fund launches suffered.
Start up exchange launched for buying and selling proxy voting rights
The Bottom Line: A start-up exchange for the buying and selling of proxy voting rights, Shareholder Vote Exchange, is a two-edged sword for sustainable investors. Corporate engagement and shareholder actions dominate across the various sustainable investing strategies worldwide Active approaches to voting on proxies and shareholder proposals are some of the strategies employed by investors […]
COP 28 could stimulate performance of clean energy funds
The Bottom Line: Fast tracking the energy transition at COP 28 could stimulate the performance of clean and renewable energy funds, overcoming recent poor performance. COP 28 expected to focus on setting more ambitious emissions reduction targets for this decade and beyond The 28th Conference of the Parties to the United Nations Framework Convention on […]
Actively managed sustainable ETFs gaining some traction
The bottom line: Actively managed conventional as well as sustainable ETFs have been gaining some traction, but investors should carefully consider their alternative investing options. Performance of top 10 actively managed sustainable ETFs relative to designated market index: Trailing 12-months to July 31, 2023Notes of Explanation: *Dimensional US Sustainability Core 1 ETF, Dimensional International Sustainability […]
What does the FTX debacle have to do with ESG?
The Bottom Line: The FTX Trading Ltd. debacle, like previous implosions due to governance failures and fraud, should give ESG integration skeptics pause for thought. Summary According to published accounts, the rapid bankruptcy filing of FTX Trading Ltd., an exchange for trading cryptocurrencies founded in 2020 by Sam Bankman-Fried, and more than 100 related entities, […]